Welcome to the Nubilo Business Dashboard. The Business Dashboard is the place to develop your business, organise your customers, manage your jobs and service requests and grow your business into a successful enterprise.
Features of the Business Dashboard:
- Basic and Detailed Views
- Customisable Statistics
- Approaching Opportunities
- Ads and Service Performance Stats
- Your Services
- Your Ads
- Feedback
Basic and Detailed Views
Switch between Basic and Detailed view to change the level of complexity of the Business dashboard and options.
Start with a Basic view and as you become more familiar with the tools you can switch on the Detailed view to give more options.
You can switch between Basic and Detail views by selecting the “Change Views” button at the top of the Business Dashboard and toggling between views.
Customisable Stats
Get the most out of your business by making sure you have the right view that helps you visualise your targets and keep the focus on your customers.
With the Customisable stats you can select different statistical views of your business performance, so you decide what best fits your business.
Select from a range of stats including:
- Sales Charts
- Marketing Charts
- Consumption Charts
You can configure your chosen charts by selecting the “Change Views” button at the top of the Business Dashboard and selecting or deselecting the charts from the list.
Approaching Opportunities
The Approaching Opportunities section of the Business Dashboard is a summary of all the approaching Schedules, Assets, Jobs and Requests that are due within the next 14 days.
With Approaching Opportunities, you can ensure that you have a view of all approaching customer activities, so you don’t miss an approaching piece of work and disappoint your customers.
Each opportunity is shown with an information box with basic information about that event. Click on the box to go to the details page for that item and view all the information about it.
Ads and Service Performance Stats
Once you have Advertisements and Services configured, you will see statistics on the number of impressions and clicks on your Ads and Services.
Your Services
The “Your Services” Section of the Business Dashboard is your place for creating and managing a bespoke list of business services.
To get the most out of Nubilo, it’s important that you create at least one Service, so that we can present your business to potential customers. Nubilo gives you the flexibility to create a range of services so if you have a business with quite a variety of services then Nubilo will help you promote all aspects of your service portfolio.
Your Services are listed in this section, showing your image, Title, Detail, “Status light”, and view statistics.
Click on the service slider to view the service from the customers perspective or slide to the right and click the edit icon to manage your service.
To create a Service, Click the “+ Service” button and complete the simple form to define your service type, Title, Description and list of related Assets and Schedules. Don’t worry, all this information can be updated and refined later, so add what you know to start with, and build on it later.
Once you have created your Service, you will be directed to the “Manage Your Service” page where you can do a lot more with your service.
Your Ads
The Your Ads section of the Business Dashboard is the where you can configure banner and text ads to be displayed on Nubilo. Ads are a great way to attract more business and some FREE credit for Ads is included when you signup.
Ads are listed in tis section with some features to help you manage them:
- On/off toggle, for quick activation
- Add Friendly Name
- Add Title
- Add Text
- Banner Ads image is set as a faded background to help you identify the advertisement.
To Manage the Ad, slide to the right to reveal a “Manage” button, click on the button to go to the manage Advertisement page.
To create a new Advertisement, click on the “+ Advertisement” button and fill in the simple form.
Check out the “Creating An Advertisement” blog page for more information